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New features increase productivity and business efficiency by routing manual actions

San Francisco – Insightly, the customer relationship management application (CRM) that caters to small and growing businesses, today announced new workflow automation and mobile features to help customers streamline business and reach new levels of productivity. The ability to automate internal processes through scheduled actions, personalized template correspondences and custom project functions complements Insightly’s recent lead routing and productivity enhancements for the company’s mobile CRM application.

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Time and bandwidth are invaluable resources for all businesses, and workflow automation helps sales and marketing professionals reclaim both by automatically completing manual tasks. Insightly’s workflow automation tool automatically completes all the fields for a new sales opportunity instead of requiring an employee to manually update the same, allowing representatives and managers to spend more face time with customers. While other CRMs offer workflow automation, most solutions do not offer it at a price point accessible to small and medium-sized businesses (SMBs).

In addition to workflow automation, Insightly’s mobile apps now offer push notifications on task reminders and the ability to receive email notifications on any record as updates occur. The mobile features also offer complete access and search capabilities for notes and files stored in third-party systems, like Google Drive, OneDrive, Dropbox, PandaDoc and Evernote, and an offline mode to view and search data without internet access.

“The right CRM can make an enormous bottom-line difference for SMBs, but not if the benefits are buried under tedious manual requirements,” said Anthony Smith, founder and CEO of Insightly. “Insightly’s workflow automation delivers on the promise of business productivity and efficiency. From any location, growing businesses can automate notifications, emails and administrative tasks, giving them the freedom to focus on strategic priorities and build meaningful relationships with customers.”